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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,323 | $55,457-90.4% | $77,361-93.1% | $94,015-94.3% |
| Participation rate | 64.3% | 69.8%-5.5pp | 75.0%-10.7pp | 70.8%-6.5pp |
| Annual return | 0.00% | 15.57%-15.6pp | 1011.54%-1011.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,790 | $3,069+23.5% | $3,911-3.1% | $4,249-10.8% |
| Admin fee / account holder | $89 | $4,334-98.0% | $5,894-98.5% | $8,951-99.0% |